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George Acs

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  • Spinning Me Softly With An Obamney Victory [View article]
    If not for the ability to focus on the bottom line there would never be a sausage industry, unless of course the bottom line is that it will kill you eventually. In that case, it's all a question of risk and reward, rather than taste
    Nov 12 01:13 PM | Likes Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    Your bottom lines are always good advice.
    Nov 12 10:11 AM | Likes Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    You're certainly right about the lack of appeal to being the President.

    While you may be correct that there will be another recession within 4 years, unless it is of the double dip variety, that then presumes that we will have a period of growth. That's what cycles are all about. I think that we are on the precipice of that growth, which eventually will result in a raising of interest rates, very likely under the watchful eye of a new Federal Reserve chairman in a couple of years.
    Nov 12 09:41 AM | Likes Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    For which period? From March 2009 or on election day?

    If you can find high sensitivity and specificity for any criterion and subsequent stock market movements you'll be a highly sought after individual.

    The reality is that whoever is in office at the time gets credit or blame simply for being there. We lose sight of the fact that when it comes to the economy the true results are not seen for years after policies go into effect. Clinton, for example, derided GHWB for the economy, but the measures to correct the sluggish economy were put into place in the prior administration and Clinton received credit. He then maintained a good and strong economy, following a typical cycle. Near the very end of his second term, the cycle started moving in the opposite direction and was inherited by GWB, who then was himself derided for being a bad shepherd of the economy, through no fault of his own at that time.

    That's just the way it goes. Obama inherited a huge mess and if you looked at the slope of various economic metrics, such as employment, they were nearly vertical. Simply said, things didn't get worse when Obama's policies started having impact.. He put on the brakes, but like a runaway tractor trailer it takes a long time to get things under control.

    My feeling was that whoever would win the most recent Presidential election would get or take credit for the economic turnaround seen before 2016. The stock market, on the other hand can go a completely different direction going forward, because it marches to a totally different drummer. By the same token, whoever would be in office at that time would take credit or blame, deservedly or not.
    Nov 12 09:05 AM | 1 Like Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    No question that incentives are helpful, but so is a (figurative) gun to the head, which is the way elected officials usually start progressing toward a goal
    Nov 12 07:54 AM | Likes Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    My solution to the fiscal cliff is to drape a large curtain in front of it and then tell our elected officials that their conference table is just on the other side of the curtain.
    Nov 11 03:17 PM | Likes Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    In every sense. Silver engaged in systematic activity to gain knowledge. That is the pure and simple definition.

    The next question is whether the systematic activity can be validated. and offer greater understanding in its realm of focus.

    The two are separate. In the most pure sense science is non-proprietary and both the process and the outcomes, whether successful or not, serve as building blocks for more in-depth study.

    However, that pure sense has been more difficult to attain as proprietary rights increasingly trump the public domain.
    Nov 11 03:15 PM | 1 Like Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    As I re-read your comments, are you including yourself in the "crazies" group? Not a policy comment, just an observation.
    Nov 11 11:34 AM | 2 Likes Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    I didn't say that we live in a social and cultural vacuum. I said that repeating worn out aphorisms in a social and cultural vacuum will not get a message across.

    As opposed to the environment in which the Apostles preached, the Comments thread in Seeking Alpha is a cultural and social vacuum. If it were not, would you be asking such a question and in such an insulting fashion? You would already have a sense of prevailing mood and disposition. Instead, you chose to inject a series of hackneyed quotations into such a vacuum.

    The reality is that more people chose to accept the "same worn out phrases" of one candidate than they did to accept the "same worn out phrases" of another candidate. Remove the subjectivity, all parties deal increasingly in platitudes, aphorisms and talking points, while avoiding specifics or details.
    Nov 11 10:49 AM | 1 Like Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    I think that one of the myths regarding prudent investing is that tax laws and considerations should be part of the equation.

    If I had to sell in the next 3 years, assuming for example that I was using non-discretionary funds and that I was planning to buy a home in that time, I would seek to simply optimize my gross returns and pay whatever tax burden is currently in place.

    Selling for tax reasons, or holding onto shares for tax reasons makes for many painful investor anecdotes

    Recently the CEO of Papa Johns has been in the news saying that the price of pizza will go up 11 to 14 cents due to the Affordable Care Act. As a result he plans to cut employee hours so that they fall below the 30 hour threshold, so that he won't be subject to providing health care.

    What's incongruous about his proposed actions is that he would never do that if he faced increased expenses from lease increases or mozzarella price increases.

    Would you change your investing philosophy or actions if the SEC tacked on an additional trading fee? If you used margin and the rate went higher would you make wholesale changes?

    Stay the path regardless of taxes.
    Nov 11 08:56 AM | Likes Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    Impart: To give, convey or grant.

    The intent shouldn't be focused on the method of transmission, but rather on the fact that simply repeating words isn't a mechanism to get a message across. The Apostles got their message across to those that were willing to accept it, but didn't do so by repeating worn out aphorisms in a social and cultural vacuum.
    Nov 11 08:45 AM | Likes Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    Since the thread was previously hijacked, it is entirely possible that your attempt could serve to return it to its rightful track. Let's hope so.
    Nov 11 08:40 AM | Likes Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    Yes and no (as a one time scientist)

    Science (or its underlying methodology) does not need to be shared in cases where it has predictive value. The evidential outcome on a repeated basis is the proof. In such cases there is no need for independent replication, only replication

    Where methodology does need to be shared, in order for independent validation, is in cases where claims are made and cannot be readily observed by others in the community. Cold fusion, comes to mind, as do most medical/pharmacological experimentation.
    Nov 11 08:39 AM | 1 Like Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    They actually ran someone with real credentials this time around. Still, not enough for me to consider, but a reasonable person, with reasonable ideas, many of which would appeal to a large portion of the electorate, because most of us are not ideologues.
    Nov 11 08:34 AM | Likes Like |Link to Comment
  • Spinning Me Softly With An Obamney Victory [View article]
    Communism in Cuba will be dead in a couple of years, just like Cuba as a threat to the US ended almost 25 years ago. Cuba in the aftermath of the Castros will be a different Cuba. Recognizing the nation would be a boon for American business, as long as we get in on the ground floor. I hope that's done during the next four years
    Nov 10 08:35 PM | 2 Likes Like |Link to Comment
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